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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Regent Wealth Management, Inc. (swap one in):+ Archer Wealth Advisors $79.6M · Coeur D'alene, ID+ Minerva Wealth Advisory $79.5M · New York, NY+ Trimaran Capital $71.9M · Savannah, GA+ G & R Financial Solutions LLC $71.9M · Fairfield, NJ
Tulsa, OK
Scottsdale, AZ
New York, NY
Assets under management$75.7M$79.5M$71.9M
Asset growth, last 2 years+10%–+6%
Advisory staff241
Individual clients8324013
Assets per client$912K$331K$5.5M
Clients per advisor426013
Main custodian––J.P. Morgan
Filing with the SEC since2012 or earlier20262021
Tools in their stack–71
People on Advicer.bio441

From each firm's latest Form ADV (Mar 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolRegent Wealth Management, Inc.Sun Valley AdvisorySilver Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Vanguard–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Regent Wealth Management, Inc.: none listed · Sun Valley Advisory: none listed · Silver Advisors, LLC: J.P. Morgan, Interactive Brokers